United Advisor Group, LLC
•CIK: 2004873•Filing: Q4 2025
**United Advisor Group, LLC** manages $777M across a diversified portfolio of 475 positions. The fund exhibits significant concentration in technology and growth names, with top holdings including NVDA at $26.5M and AAPL at $23.8M. Notable allocations also include PLTR ($16.9M), STRV ($16.1M), and MSFT ($15.8M). This positioning suggests a conviction-driven, large-cap growth mandate.
Total AUM
$758.2M
+ $18.6M in options
QoQ Performance
+2.0%
Positions
281
+ 12 options
Top 10 Concentration
24.4%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA3.4%
AAPL3.1%
PLTR2.2%
STRV2.1%
MSFT2.0%
ACIO1.9%
DHR1.8%
DGRW1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.3%
Technology14.8%
Healthcare3.7%
Consumer3.1%
Financial2.7%
ETF2.0%
Industrial1.8%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
+257 more exited positions
Changes from Q3 2025
NEW12 new positions
↑125 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023